Retirement plan

POPULATION ACTION INTERNATIONAL 403B RETIREMENT PLAN

Name: POPULATION ACTION INTERNATIONAL - POPULATION ACTION INTERNATIONAL 403B RETIREMENT PLAN (2017) Form 5500
Creator: POPULATION ACTION INTERNATIONAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, POPULATION ACTION INTERNATIONAL 403B RETIREMENT PLAN, POPULATION ACTION INTERNATIONAL

POPULATION ACTION INTERNATIONALEIN 52-0812075Plan #006PY 2017

1300 19TH ST NW STE 200 - WASHINGTON, DC 200361624202-557-3400

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.6M

+23.3% from 2016

Total participants

+17.0% from 2016

Average account balance

$122,914

+7.3% from 2016

Annual return

16.58%

+9.72 pp from 2016

Benchmarks

See 7,912 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,912 peers

Snapshot2017

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$7.90M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$95K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

395.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$359K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.62%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$6053

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2L2T

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$136K

$4001 / participant

Other / not subdivided$136K100.0%

% of EOY assets

2.050%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$122,914

$53,128+131.4%

$86,582+42.0%

$70,126+75.3%

Participation rate

97.1%

65.3%+31.8pp

73.5%+23.5pp

69.5%+27.5pp

Annual return

16.58%

27.66%-11.1pp

965.08%-948.5pp

73.15%-56.6pp

Employer contribution / active EE

$4,829

$2,068+133.5%

$2,839+70.1%

$2,343+106.2%

Participant deferral / active EE

$9,864

$2,695+266.0%

$3,609+173.3%

$3,332+196.0%

Admin fee / account holder

$2,519

$3,584-29.7%

$4,904-48.6%

$4,645-45.8%

POPULATION ACTION INTERNATIONAL 403B RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

POPULATION ACTION INTERNATIONAL 403B RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion